| Sofos Investments, Inc. | 844 | $148 | 0.00% | +844 | New |
| Tfo-TDC, LLC | 9 | $149 | 0.00% | +9 | New |
| Lee Financial Co | 1 | $844 | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1 | $844 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1 | $844 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1 | $844 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $844 | 0.00% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 1 | $844 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $844 | 0.00% | +1 | New |
| Financial Synergies Wealth Advisors, Inc. | 1 | $845 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 2 | $1.62K | 0.00% | +1+100.0% | Added |
| Global Financial Private Client, LLC | 2 | $1.69K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $1.69K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 2 | $1.69K | 0.00% | +2 | New |
| Parallax Volatility Advisers, L.P. | 2 | $1.69K | 0.00% | +2 | New |
| EWG Elevate Inc. | 2 | $1.69K | 0.00% | +2 | New |
| Glass Jacobson Investment Advisors llc | 2 | $1.69K | 0.00% | +2 | New |
| Transamerica Financial Advisors, Inc. | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 3 | $2.00K | 0.00% | +3 | New |
| PEAK6 Investments LLC | 3 | $2.43K | 0.00% | −258−98.9% | Reduced |
| Tortoise Investment Management, LLC | 3 | $2.53K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 3 | $2.53K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $2.53K | 0.00% | −1−25.0% | Reduced |
| Arcus Capital Partners, LLC | 3 | $2.53K | 0.00% | +3 | New |
| Paragon Wealth Strategies, LLC | 3 | $2.53K | 0.00% | +3 | New |
| TD Ameritrade Investment Management, LLC | 3 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 3 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 3 | $3.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 4 | $3.38K | 0.00% | −18−81.8% | Reduced |
| Davidson Capital Management Inc. | 4 | $3.38K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 4 | $3.38K | 0.00% | +4 | New |
| Colonial Trust Advisors | 4 | $3.38K | 0.00% | +4 | New |
| KB Financial Partners, LLC | 5 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 5 | $4.00K | 0.00% | +5 | New |
| Mascoma Wealth Management LLC | 5 | $4.22K | 0.00% | −75−93.8% | Reduced |
| FinTrust Capital Advisors, LLC | 5 | $4.22K | 0.00% | −5−50.0% | Reduced |
| Aspire Private Capital, LLC | 5 | $4.22K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 5 | $4.22K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 5 | $4.22K | 0.00% | +5 | New |
| MinichMacGregor Wealth Management, LLC | 5 | $4.22K | 0.00% | +5 | New |
| Coppell Advisory Solutions LLC | 5 | $4.22K | 0.00% | +5 | New |
| My Personal CFO, LLC | 5 | $4.22K | 0.00% | +5 | New |
| Coppell Advisory Solutions Corp. | 5 | $4.22K | 0.00% | +5 | New |
| TSFG, LLC | 6 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 6 | $5.05K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 6 | $5.06K | 0.00% | −1−14.3% | Reduced |
| Motco | 6 | $5.06K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 6 | $5.06K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 6 | $5.06K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 6 | $5.06K | 0.00% | +6 | New |
| Abound Wealth Management | 6 | $5.07K | 0.00% | −4−40.0% | Reduced |
| Pacifica Partners Inc. | 6 | $5.07K | 0.00% | 00.0% | Unchanged |
| Thomas White International Ltd | 7 | $5.91K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 7 | $5.91K | 0.00% | 00.0% | Unchanged |
| Boulder Wealth Advisors, LLC | 7 | $6.00K | 0.01% | +7 | New |
| Newbridge Financial Services Group, Inc. | 8 | $6.75K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $6.75K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 8 | $6.75K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 8 | $6.75K | 0.00% | +8 | New |
| ICA Group Wealth Management, LLC | 8 | $6.75K | 0.00% | +8 | New |
| Horizons Wealth Management | 8 | $7.00K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 10 | $8.44K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 10 | $8.44K | 0.01% | +10 | New |
| JDM Financial Group LLC | 10 | $8.44K | 0.01% | +10 | New |
| CIBC Private Wealth Group, LLC | 10,247 | $8.65K | 0.00% | −806−7.3% | Reduced |
| Capital Advisors, Ltd. LLC | 143 | $9.00K | 0.00% | +133+1,330.0% | Added |
| HighMark Wealth Management LLC | 11 | $9.28K | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 11 | $9.28K | 0.01% | +11 | New |
| Global Wealth Strategies & Associates | 11 | $9.28K | 0.01% | +11 | New |
| Tradition Wealth Management, LLC | 12 | $10.0K | 0.00% | +2+20.0% | Added |
| Bogart Wealth, LLC | 12 | $10.1K | 0.00% | +3+33.3% | Added |
| Private Ocean, LLC | 12 | $10.1K | 0.00% | +12 | New |
| Coastal Capital Group, Inc. | 15 | $10.6K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 13 | $11.0K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 13 | $11.0K | 0.00% | +13 | New |
| Crewe Advisors LLC | 14 | $11.8K | 0.00% | −32−69.6% | Reduced |
| Richard W. Paul & Associates, LLC | 14 | $11.8K | 0.01% | +14 | New |
| West Oak Capital, LLC | 14 | $12.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 15 | $12.7K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 15 | $12.7K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 15 | $12.7K | 0.00% | +15 | New |
| Colonial Trust Co | 16 | $13.5K | 0.00% | +16 | New |
| Atlas Capital Advisors LLC | 16 | $13.5K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 16 | $13.5K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 16 | $13.5K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 16 | $13.5K | 0.00% | +16 | New |
| Stephenson National Bank & Trust | 17 | $14.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 18 | $15.2K | 0.01% | −1−5.3% | Reduced |
| Cornerstone Planning Group LLC | 20 | $15.9K | 0.01% | +20 | New |
| Householder Group Estate & Retirement Specialist, LLC | 19 | $16.0K | 0.02% | 00.0% | Unchanged |
| Accel Wealth Management | 19 | $16.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 19 | $16.0K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 20 | $16.9K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 20 | $16.9K | 0.00% | +20 | New |
| Loomis Sayles & Co L P | 21 | $18.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 22 | $18.6K | 0.01% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 22 | $19.0K | 0.01% | 00.0% | Unchanged |